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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	New York State Common Retirement Fund Albany, New York	$346M	+$9.79M	2	0.51%	Increased
52	Charles Schwab San Francisco, California	$327M	-$778K	2	0.45%	Reduced
53	Magellan Asset Management Sydney, Australia	$303M	+$2.31M	1	1.9%	Increased
54	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$302M	-$71.9M	1	0.8%	Reduced
55	Royal Bank of Canada Toronto, Ontario, Canada	$291M	+$12.5M	3	0.2%	Increased
56	Schroder Investment Management Group London, United Kingdom	$289M	+$53.2M	1	0.57%	Increased
57	Russell Frank Company Seattle, Washington	$287M	+$26.2M	2	0.46%	Increased
58	California Public Employees Retirement System Sacramento, California	$286M	-$5.88M	3	0.43%	Reduced
59	PNC Financial Services Group Pittsburgh, Pennsylvania	$284M	-$93.6M	3	0.32%	Reduced
60	Swedbank Stockholm, Sweden	$280M	-$2.87M	1	2.06%	Reduced
61	BlackRock New York	$278M	-$55.7M	2	0.41%	Reduced
62	Parnassus Investments San Francisco, California	$276M	-$157M	1	1.97%	Reduced
63	Flossbach Von Storch Cologne, Germany	$276M	+$64.2M	1	5.33%	Increased
64	Baillie Gifford & Co Edinburgh, United Kingdom	$275M	+$24.7M	1	0.5%	Increased
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$271M	-$5.39M	1	0.49%	Reduced
66	PGGM Investments Zeist, Netherlands	$267M	+$99.2M	1	1.39%	Increased
67	Lazard Asset Management New York	$237M	+$28.2M	1	0.5%	Increased
68	Arrowstreet Capital Boston, Massachusetts	$235M	-$57.3M	2	1.33%	Reduced
69	AllianceBernstein Nashville, Tennessee	$233M	+$5.24M	2	0.19%	Increased
70	Parametric Portfolio Associates Seattle, Washington	$228M	-$1.18M	2	0.45%	Reduced
71	Thornburg Investment Management Santa Fe, New Mexico	$225M	-$12.3M	1	1.3%	Reduced
72	Allianz Asset Management Munich, Germany	$224M	+$18.7M	1	0.24%	Increased
73	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$223M	+$1.78M	1	0.51%	Increased
74	LSV Asset Management Chicago, Illinois	$209M	+$181M	1	0.43%	Increased
75	Prudential Financial Newark, New Jersey	$202M	-$32M	2	0.36%	Reduced